Permian Basin Royalty Trust shares owned by Morgan Stanley
Quarter-by-quarter ownership of Permian Basin Royalty Trust (PBT) shares owned by Morgan Stanley
from 13F filings
Historical chart of Morgan Stanley investment in Permian Basin Royalty Trust
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Quarterly reported holdings in Permian Basin Royalty Trust by Morgan Stanley
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.2M | 181k | 12.10 |
| 2023-09-30 | $5.3M | 251k | 21.25 |
| 2023-06-30 | $7.6M | 304k | 24.93 |
| 2022-12-31 | $6.1M | 242k | 25.20 |
| 2022-06-30 | $1.8M | 107k | 16.55 |
| 2022-03-31 | $2.2M | 178k | 12.51 |
| 2021-06-30 | $1.6M | 276k | 5.62 |
| 2020-12-31 | $161k | 49k | 3.31 |
| 2020-09-30 | $153k | 62k | 2.48 |
| 2020-06-30 | $257k | 78k | 3.30 |
| 2020-03-31 | $306k | 109k | 2.82 |
| 2019-12-31 | $538k | 139k | 3.86 |
| 2019-09-30 | $501k | 96k | 5.20 |
| 2019-03-31 | $480k | 64k | 7.53 |
| 2018-12-31 | $363k | 62k | 5.91 |
| 2018-09-30 | $548k | 69k | 7.99 |
| 2018-06-30 | $1.1M | 123k | 9.34 |
| 2018-03-31 | $1.5M | 157k | 9.65 |
| 2017-12-31 | $1.5M | 166k | 8.87 |
| 2017-03-31 | $737k | 79k | 9.33 |
| 2016-12-31 | $480k | 62k | 7.70 |
| 2016-09-30 | $426k | 61k | 6.96 |
| 2016-06-30 | $506k | 69k | 7.32 |
| 2016-03-31 | $458k | 76k | 6.05 |
| 2015-12-31 | $394k | 77k | 5.10 |
| 2015-09-30 | $686k | 112k | 6.11 |
| 2015-06-30 | $1.2M | 148k | 8.09 |
| 2014-12-31 | $1.4M | 150k | 9.57 |
| 2014-09-30 | $1.8M | 131k | 13.57 |
| 2014-06-30 | $1.5M | 104k | 14.26 |
| 2014-03-31 | $1.3M | 98k | 13.18 |
| 2013-12-31 | $1.8M | 142k | 12.86 |
| 2013-09-30 | $2.5M | 177k | 14.25 |